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Advancing Financial Strength Project Resources

Advancing Financial Strength (AFS) 102: Using Performance Evaluation Profiles/County Aggregates

Posted: December 4, 2018

On November 9th, CCALAC hosted a webinar which provided a review of 2016-2017 aggregate financial and operational trends and metrics from AFS participant data compared to statewide, national, and recommended ranges to better understand how Capital Link’s performance evaluation profile measures financial and operational performance and highlights strengths, weaknesses, and potential opportunities for improvement. The webinar, slides and materials from this presentation are below:

AFS 102 Webinar Presentation Slides

National Trends Summary

California Performance Benchmarking Toolkit

AFS 102 Webinar


AFS 250: Market Snapshots and Other Tools for Assessing a Health Center’s Market Needs Webinar

Posted: August 15, 2018

This webinar will help LA-area clinics better understand and utilize Capital Link’s Market Snapshots as a resource for decision-making. Topics will include: reviewing patient origin by primary and secondary areas, assessing low income residents by zip code and census tracts, tracking a health center’s market penetration, and identifying their community’s unmet needs.

The session will also provide an overview of many free research resources available to assess market opportunities. Information from a market assessment can be used to inform a health center’s program and workforce planning, and forms an excellent basis for financial forecasting and operating grant proposals.

Health centers who agreed to share their data and signed data usage agreements with CCALAC will receive a snapshot report prior to the webinar.

Learning Objectives:

  • Help the recipients of Capital Link’s Market Snapshot reports understand and use the documents for decision-making.
  • Discover additional market assessment sources available for use by health centers.
  • Learn how to use information gleaned from a market analysis for financial forecasting and workforce planning.

Download the Presentation Slides here.

Optimizing Team Resources Webinar: Patient/Provider Scheduling and Panel Size

Posted: June 7, 2018

Health centers continue to devote significant resources to the transition to a team-based model of primary care delivery. This session goes “back to basics” to take a fresh look at techniques designed to expand capacity, utilizing existing resources within a sustainable structure. From defining target outcomes to simplifying scheduling templates to aligning panel size, participants will learn a replicable process for moving forward with each of their primary care teams through what is often a divisive operational imperative.

Learning Objectives:

  • Learn about methods your health center can implement immediately to facilitate the transition to team-based care.
  • Understand techniques to expand capacity at your health center while retaining a sustainable structure.
  • Make the most of existing resources to enhance team-based care.

Download the Presentation Slides here.

Using Data to Drive Improvement: Ongoing Monitoring to Inform Actions for Board Members Webinar

Posted: April 23, 2018

This webinar will describe the most important data and information for health center Boards to monitor to identify warning signs and opportunities to strengthen their operations. Building on the prior sessions, we will review key metrics to track and provide guidance on specific information Board members should request regularly from health center leadership.  We will also discuss best practices for performance improvement.

Learning Objectives:

  1. Understand early warning signs of financial, operational, or clinical weaknesses to boost health center sustainability and ensure access to high quality community based care.
  2. Access resources and samples to assist in tracking of financial and operational metrics, and developing actions from this information.
  3. Use information based on metrics from management and financial reports to boost strategic and operational agility.

Understanding the Health Center Business Model: Overview of Finance and Operations for Board Members

Posted: March 12, 2018

This webinar will provide board members with an understanding of their health center’s financial and operating model including revenue sources, performance drivers, and costs. Board members will learn how to use financial and management reports and tools to assess their health center’s performance against FQHC benchmarks and guidelines to enhance financial and clinical success.

Learning Objectives:

  1. Understand your health center’s financial and operating model.
  2. Identify important metrics to monitor and understand what they mean.
  3. Assess health center financial and operational performance to foster long-term success.